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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,538 | $63,346-80.2% | $92,240-86.4% | $70,126-82.1% |
| Participation rate | 26.3% | 68.7%-42.4pp | 76.5%-50.2pp | 69.5%-43.2pp |
| Annual return | 88.62% | 530.19%-441.6pp | 176.29%-87.7pp | 73.15%+15.5pp |
| Employer contribution / active EE | $894 | $2,471-63.8% | $3,680-75.7% | $2,343-61.8% |
| Participant deferral / active EE | $1,392 | $2,854-51.2% | $3,897-64.3% | $3,332-58.2% |
| Admin fee / account holder | $250 | $3,841-93.5% | $5,194-95.2% | $4,645-94.6% |